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CRM

Freshsales

How StackSignal works with Freshsales

StackSignal scores the accounts in Freshsales, ranks them by fit, and trains a buyer model on your won/lost history.

  • Score the accounts you already own in Freshsales
  • Buyer model seeded from Freshsales won/lost deals
  • Fit score in Freshsales views and filters

The data flow

Freshsales accountsStackSignal enrichmentFreshsales + ssos_* fields

The intelligence layer Freshsales doesn’t provide.

Freshsales gives you freshsales (freshworks crm) is a sales crm for smb and mid-market teams, with built-in email, phone, and pipeline management. Here’s what changes when you route leads through StackSignal first.

Score the accounts you already own in Freshsales

StackSignal reads your existing Freshsales accounts, scores each against your ICP, and writes the fit score plus the reasoning back to custom fields — surfacing dead pipeline and strong-fit accounts nobody is working.

Buyer model seeded from Freshsales won/lost deals

On first connection, StackSignal reads your Won and Lost deals and trains the initial buyer model from your real conversion outcomes.

Fit score in Freshsales views and filters

Once ssos_fit_score is a custom field, filter Freshsales views by fit to surface the highest-priority accounts.


How to connect Freshsales with StackSignal.

01

Connect Freshsales and create custom fields

Authorize Freshsales in StackSignal settings. StackSignal creates the ssos_* custom fields on the Account via the Freshsales API.

02

Seed the buyer model from won/lost deals

Click Analyze CRM. StackSignal reads your Won and Lost deals, maps them to accounts, and trains the first version of your buyer model.

03

Score the accounts already in Freshsales

StackSignal scores every account against your model and writes ssos_fit_score, ssos_detected_stack, and ssos_score_reason back to each record.

04

Filter Freshsales views by fit score

Build Freshsales views on ssos_fit_score to rank the pipeline you already own and work the highest-fit accounts first.


Concrete outcomes from running Freshsales through StackSignal.

  • Freshsales accounts get a fit score and the reasoning behind it written natively
  • Won/Lost history trains the buyer model from day one
  • Freshsales views can rank pipeline by fit
  • Strong-fit accounts nobody is working surface to the top

Ready to wire Freshsales into StackSignal?

StackSignal is in closed beta. Join the waitlist for early access.

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